Contact management software
Building a business one customer at a time
Complete financial, comms and purchase history. That's customer insight.
- Manage customer and supplier relationships more easily
- Import all of your current contacts into a single system
- Build a clear view of customer interactions with your business
- Keep track of products people have bought or sold
"We have tailored all communications and contact information for the different brands so customers get a consistent experience, and we get to do everything in the one system."James Roberts, Director, Sanctuary Bathrooms
The timeline - your customer heartbeat
All good contact management systems give you a picture of the history of your communications with a customer. Very few allow you to see the financial history of the customer in the same place. And even fewer let you generate communications from SMS to email while in the timeline. Brightpearl does. It’s your central hub for all things customer-related.
No more lost emails (or calls or post-its)
Brightpearl’s contact management software makes it easy to keep notes and emails against a record. You can even use Quicknotes for notes you use all the time, receive reminders to make phone calls, and send and record SMS messages - all through Brightpearl. The days of lost or forgotten contacts are over.
All customers treated equally well
In-store, online, over the phone - all customers expect a consistent customer service. Brightpearl helps you deliver every time however your customers reach you. Brightpearl records different pricing so you can trade under different brands, enable discounts and invoice appropriately whatever the channel. Keen to add more customers and keep them happy? We’re with you.
Use the power of your own team
Because Brightpearl is your central command system for all sales, it’s also the hub for customers. Everything is online, accessible by everyone in your team, and every activity and note is logged with a time. Now if a customer needs help, anyone in your business can give them the assistance they need at any time. Now that's customer service.
Contact management features
Brightpearl comes packed with features to help you deliver the best possible customer service. Take a look below.
- Keep all your customer information online to share with your team
- Track all communications using the timeline - you’ll never miss a thing
- Email template responses to save time
- Instant access to full customer record from sales orders, accounting screens and more
- Upload files to contact records for safe-keeping and collaboration
- Print letters and address labels
- Web-to-lead; capture new deal information via a website Smartform
- Customer information collected automatically from all sales channels
- Segment customers with tags and custom fields
- Send SMS messages direct from the contact record or from orders
- Use Quicknotes when entering data into fields to speed up processes
- Add any extra information you need using supplier and customer custom fields
- Integrated with Mailchimp for email marketing
- Customer portal for payment of invoices, approval of quotes and account information
- Report on best customers by channel, product, segment, price list and more
- Manage lead flow and deal pipeline using contact statuses
- See full order history at a glance, with drill-down to product sales level
- Instant access to full financial history with integrated Brightpearl accounting
- Group contacts within a company for group-level timeline view
- See reminders when contacts have not been updated in a while
- Track lead source through the system all the way to profit-and-loss report